Since Clients & Profits
X was designed especially for the advertising industry,
you'll probably feel familiar with it after only
a few days. It's made to move you smoothly through
the steps that every job goes through: estimating,
trafficking, costing, and billing -- the same steps
you go through now. But instead of using a manual
system of job jackets and forms, everything will
be in Clients & Profits X.
 Proposals Proposals
can be added when pitching an idea to a client.
Once your bid is accepted, then can be easily converted
into job tickets.
Job
Tickets A job ticket is opened for every project the
shop gets, including internal work, client presentations, and
pro-bono jobs. Each job ticket is given tasks that describe
what's being produced, such as artwork, copywriting, design,
and printing. Job tasks are completely customizable for flexibility.
Purchase
Orders Anyone can add their own purchase orders, up
to a user-defined dollar limit. POs have at least one job and
task, but can contain several for better cost accounting. Amounts
from the purchase order update job tickets automatically.
Production
Planner The Production Planner window lists your unfinished
job tasks for the current week. It provides a sophisticated
dialog box to find unfinished job tasks by due date, start
date, resource, client, or AE/team for any period of time.
Unfinished tasks can be found by either start date or due date.
Daily
Job Status Report The Daily Job Status Report window gives you an overview of where every job in the shop is, whether it’s on hold, at the printer, or awaiting client approval. It's designed to be printed every morning to summarize the shop’s work in production.
Weekly
Traffic Report The Weekly Traffic Report window shows
all traffic assignments in the shop, sorted by type of job.
The job’s traffic assignments, milestone headings, and
traffic milestones appear in a spreadsheet that can be edited
then printed.
Work
To Do The Work to do window is a great way to see your
unfinished tasks. The window provides a sophisticated dialog
box to find unfinished job tasks by due date, start date, resource,
client, or AE/team for any period of time. Unfinished tasks
can be found by either start date or due date.
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 Inside
the creative process The
creative brief documents for
the client the creative process
your agency follows to produce
the work. The steps in the
creative brief are completely
customizable, from job to job.
 Approved
change orders When
a client signs off on a change
order, it can be marked as "approved" in
Clients & Profits. Approved
change orders can't be changed,
keeping your job costs accurate.
 Estimate-only
tasks keep off traffic reports A
job task can be used for esti-mating
and billing only, scheduling
only, or for both functions.
Estimate-only tasks don't appear
on job schedules.
Opening
a new job ticket
The job ticket is the foundation for work done in Clients & Profits
X--an electronic job jacket that replaces your paper
job folders. Here you'll see how to open a new job ticket.
adding
tasks to a job ticket
Job tasks are the individual steps needed to complete
a job. Job tasks have four important functions: estimating,
scheduling, cost accounting, and billing. This lesson
will show you how to add them to your job ticket.
Want more consistency in
your life? Enforce the use
of job types.
Job types help make the process of adding new jobs more
consistent and quicker, so you'd think everyone would
use them! But sometimes people forget. Help them remember
by requiring the use of job types when adding new jobs.
(Choose Setup > Preferences. From the Preferences
menu, choose Jobs. Click on the option to require "Job
types on new job tickets.")
Master List of Scheduled
Jobs
Looking for each job's scheduling information in an easy-to-read
format that includes estimated hours vs. hours remaining,
scheduled staffer, and an area to indicate whether or
not the task is finished? This report is used by traffic
managers to track and then update a task's schedule if
the staffers aren't marking their own tasks as finished.
(Choose Snapshots > Production. From the Print reports
menu, select Schedules/Work To Do. "Task Status" remains
'blank' through 999. In the "From" pop-up menu, select
either due date or start date, then type a date range.
From the "Select Tasks By" pop-up menu, select Job. {Type
one job number or ALL.} From "Print Schedule Reports",
select Job Schedules.
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